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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,262 | $138,102-38.3% | $125,381-32.0% | $134,532-36.6% |
| Participation rate | 47.1% | 84.5%-37.4pp | 82.4%-35.3pp | 81.2%-34.2pp |
| Annual return | -25.95% | 750.73%-776.7pp | 572.31%-598.3pp | 418.27%-444.2pp |
| Employer contribution / active EE | $1,127 | $5,245-78.5% | $4,815-76.6% | $4,741-76.2% |
| Participant deferral / active EE | $1,857 | $7,801-76.2% | $7,448-75.1% | $6,401-71.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |